Power Wealth Management’s iShares Short Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,283
| Closed | -$361K | – | 92 |
|
|
2024
Q4 | $361K | Sell |
3,283
-30
| -0.9% | -$3.3K | 0.15% | 72 |
|
|
2024
Q3 | $367K | Sell |
3,313
-89
| -3% | -$9.85K | 0.16% | 69 |
|
|
2024
Q2 | $376K | Sell |
3,402
-7,549
| -69% | -$834K | 0.18% | 77 |
|
|
2024
Q1 | $1.21M | Sell |
10,951
-79
| -0.7% | -$8.73K | 0.76% | 29 |
|
|
2023
Q4 | $1.21M | Buy |
+11,030
| New | +$1.21M | 0.84% | 27 |
|